Wealth Analyst
JohnstonGreer
Aberdeen, United Kingdom
3d ago

Description

To £40,000 plus benefits and bonus

Senior Paraplanner required by this prominent Wealth Management firm that provides IFA advice to ultra HNW clients, operating across a wide range of Investment and Retirement planning including some highly complex cases involving IHT planning and DFM.

Working in a corporate environment your role will be entirely focused on the provision of technical support, the compilation of advice and report writing.

You will work in tandem with a Financial Planners including a high level of client contact which includes attendance at initial and review meetings.

You will be an experienced Paraplanner with the Level 4 industry exams and you will demonstrate the organisational skills and proactive mindset required to flourish in this fast-moving and contemporary environment.

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